Privacy Policy

Effective Date: 08/12/25

At Chambers Tax & Consulting, we value your trust and are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information.

Information We Collect

We collect nonpublic personal information about you from various sources, including:

• Interviews and consultations regarding your tax situation

• Applications, organizers, and other documents you provide

• Tax-related documents necessary for processing returns

• Stock transaction records

• Other income and deduction-related documents

This information may include your name, address, telephone number, Social Security number, number of dependents, income, and other tax-related data.

How We Use Your Information

We use your personal information solely to provide tax preparation and consulting services. This includes:

• Preparing and filing tax returns

• Providing tax planning and advisory services

• Communicating with you about your tax matters

Information Sharing and Disclosure

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except:

• As requested, or authorized by you

• As required by law (e.g., in response to a subpoena or IRS inquiry)

Chambers Tax & Consulting does not share any client data with third parties for marketing, promotional purposes, or any other purposes.

SMS Privacy Policy

No mobile information will be shared with third parties/affiliates for marketing /promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security

We restrict access to your personal information to employees who need it to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your information. We have a dedicated IT department that actively monitors and protects our systems to ensure cybersecurity and data integrity.

Your Rights

You have the right to:

• Request access to the personal information we hold about you

• Ask for corrections to inaccurate or incomplete information

• Inquire about how your data is used and shared

Contact Us

If you have any questions about this Privacy Policy or your personal information, please contact us at:

Chambers Tax & Consulting
717 E Grand Ave, Suite B
Arroyo Grande, CA 93420
Office: (805) 930-1040
Fax: (805) 619-5298
Email: jim@jchamberscpa.com